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Chief Financial Officer

town of texas, WI

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Job description

One of our clients, a growing specialty finance company, is searching for a CFO to help lead the company's growth. The CFO will be responsible for providing strategic financial direction and overseeing all aspects of financial planning, reporting, analysis, budgeting, compliance, compensation, and risk management while maintaining relationships with external banks and auditors.

The candidate will be a key member of the company’s leadership team and will participate in business decisions ranging from go-to-market strategies, acquisition pricing and structure, and formulating operating metrics.

The CFO is responsible for providing strategic financial direction and overseeing all aspects of financial planning, reporting, analysis, and budgeting to drive the company’s growth and profitability. The candidate will be a key member of the company’s leadership team and will participate in business decisions ranging from go-to-market strategies, acquisition pricing and structure, and formulating operating metrics.

Responsibilities

Directs the preparation of all financial statements and budgets, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.

Works with the executive team to coordinate planning and establish priorities for the planning process.

Primary contact for banking relationships (involves answering inquiries and providing requested information).

Management of borrowing base, multi-bank line of credit, bank covenants and LOC renewals.

Maintain and modify, as appropriate, the internal control processes and risk management systems.

Own budgeting process to include involvement from other departments and provide budget and cost controls for the Company.

Monitor KPI performance calculations and payouts.

Maintain integrity in financial reporting.

Manage (through appropriate channels) any Legal actions filed against company.

Liaison to external auditors, banks, sub debt holders, insurance agents, attorneys

Maintenance of Company insurance (appropriate coverage types and amounts) and business licenses

Maintain proper staffing, policies and procedures of the accounting and finance department.

Foster staff development while ensuring the departments’ alignment with company values.

Required Experience & Skills

Advanced understanding of compliance in a financial services / regulated environment.

Advanced-level proficiency with Microsoft Office products including Excel

Understand payroll processing, payroll tax reporting and payment cycles, payroll burden, health insurance coverage, 401(k) and other retirement benefits plans,

Understand information technology and security, business intelligence, familiar with SQL and/or Power BI, Excel intermediate or higher, comfortable in MS Office & Teams.

Experience working with bankers, lenders, bonding and insurance agents, and federal, state, county, and local government regulatory agencies and taxing authorities.

Ability to communicate effectively with all levels of the organization to a wide array of audiences, ranging from small group discussion to large group presentation.

Ability to manage, develop, and build high-performing teams while maintaining a positive culture aligned with Company values.

For immediate and confidential consideration, please submit your resume today!

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